ValaVanis Financial

Our Services

The initial meeting in our office will be one of discovery. We will get to know you and ask a lot of questions about your financial goals, wishes and facts. It is best to bring a financial summary and all of your statements so we can accurately begin the evaluation process. It is also highly suggested that you bring 2 years of your tax returns. Once we get to know you and all of the information gathering has been completed, we, collectively, choose a path for your financial future. This process is monitored on an ongoing basis especially if you experience significant life changes.